Purchases and Sales Made in Q2 2024 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q2 2024. The information is specifically focused on institutions that hold shares of Essential Utilities, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-799- 12.61% |
$27.1K - $31.7K
|
5.54K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-800- 1.88% |
$27.1K - $31.7K
|
41.7K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-827- 1.23% |
$28K - $32.8K
|
66.4K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-854- 0.33% |
$28.9K - $33.9K
|
254K
$8.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-860- 0.09% |
$29.1K - $34.1K
|
987K
$34.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-884- 11.54% |
$29.9K - $35.1K
|
6.78K
$238K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-984- 3.43% |
$33.3K - $39K
|
27.7K
$975K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-987- 5.08% |
$33.4K - $39.2K
|
18.4K
$648K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1K- 84.75% |
$33.9K - $39.7K
|
180
$6.33K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1K- 62.5% |
$33.9K - $39.7K
|
600
$21.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1K- 13.09% |
$34K - $39.8K
|
6.66K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.03K- 13.91% |
$35K - $41K
|
6.4K
$225K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.05K- 1.13% |
$35.4K - $41.5K
|
91.8K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.09K- 10.14% |
$36.8K - $43K
|
9.62K
$338K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 5.68% |
$36.9K - $43.2K
|
18.1K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.13K- 8.88% |
$38.1K - $44.6K
|
11.6K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 1.92% |
$38.8K - $45.5K
|
58.5K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.15K- 0.24% |
$38.8K - $45.5K
|
477K
$16.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.16K- 3.94% |
$39.2K - $45.9K
|
28.3K
$994K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.18K- 5.53% |
$40.1K - $47K
|
20.2K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.19K- 2.78% |
$40.4K - $47.3K
|
41.6K
$1.46M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.2K- 1.94% |
$40.7K - $47.6K
|
60.6K
$2.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 1.66% |
$40.7K - $47.6K
|
71.2K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 12.83% |
$43K - $50.4K
|
8.63K
$303K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.3K- 11.08% |
$44.2K - $51.7K
|
10.5K
$368K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 1.25% |
$44.4K - $52K
|
103K
$3.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.32K- 11.18% |
$44.9K - $52.5K
|
10.5K
$370K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.34K- 4.67% |
$45.2K - $53K
|
27.2K
$958K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.35K- 0.58% |
$45.6K - $53.4K
|
232K
$8.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.47K- 2.16% |
$49.7K - $58.2K
|
66.4K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.55K- 5.62% |
$52.5K - $61.5K
|
26K
$915K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.65K- 15.75% |
$56K - $65.6K
|
8.84K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.66K- 19.41% |
$56.3K - $65.9K
|
6.9K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 20.75% |
$60.9K - $71.3K
|
6.87K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.9K- 4.41% |
$64.2K - $75.2K
|
41.1K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.92K- 91.44% |
$65.2K - $76.3K
|
180
$6.33K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.97K- 9.08% |
$66.8K - $78.2K
|
19.7K
$694K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.01K- 2.1% |
$68.2K - $79.9K
|
93.7K
$3.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.03K- 59.49% |
$68.9K - $80.7K
|
1.39K
$48.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.07K- 8.52% |
$70.1K - $82.1K
|
22.2K
$781K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.08K- 16.66% |
$70.4K - $82.5K
|
10.4K
$366K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.16K- 1.15% |
$73.2K - $85.8K
|
186K
$6.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.17K- 2.61% |
$73.6K - $86.2K
|
80.9K
$2.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.38K- 4.72% |
$80.6K - $94.3K
|
48K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.4K- 3.76% |
$81.2K - $95K
|
61.3K
$2.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.43K- 18.69% |
$82.4K - $96.4K
|
10.6K
$372K
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-2.43K- 0.88% |
$82.5K - $96.6K
|
274K
$9.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.45K- 0.8% |
$82.8K - $97K
|
304K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-2.47K- 2.2% |
$83.5K - $97.8K
|
110K
$3.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-2.47K- 0.8% |
$83.6K - $97.9K
|
307K
$10.8M
|